Suncorp WealthSmart Term Deposit investment change form

Transcription

1 Suncorp WealthSmart Term Deposit investment change form Issued: 2 November 2015 Suncorp Services Limited (Trustee) ABN AFSL RSE L Please use this form to change some of your existing investments into or out of Suncorp WealthSmart Term Deposits. Important Information There are restrictions on the minimum ($1,000) and maximum (70% of your account balance) amount you can invest in Suncorp WealthSmart Term Deposits. Also, you must switch out 100% of your investment in a Suncorp WealthSmart Term Deposit (you can't partially break it). Please refer to the WealthSmart Product Update issued 31 October 2015 for the most up to date information regarding breaking a WealthSmart Term deposit. If you switch out of Suncorp WealthSmart Term Deposits before they mature you will incur an interest adjustment. If switching out of Suncorp WealthSmart Term Deposits your money will be temporarily switched into the Suncorp Cash before being switched into your chosen investment option. For more information on the investment options available within Suncorp WealthSmart, including detailed information on investment restrictions and interest adjustments, please refer to the Suncorp WealthSmart Product Disclosure Statement (PDS) and Product Guide (including any product updates). Tips to help you complete this form Use blue or black pen and BLOCK letters Use a cross ( ) to mark answer boxes Select your investment instructions from section 2 and follow instructions on the sections to complete. Complete all relevant sections of the form and sign and date on the last page. Any questions? If you d like help completing this form, or if you have any questions, just call us on and ask for Super 1. Personal details Suncorp WealthSmart account number Title Last name Given name(s) Date of birth d d / m m / y y y y Daytime phone number Mobile 2. Investment instructions Please cross ( ) only one box below and then complete your investment selection details in section 4. Please change my existing investments and my future investment strategy (super only) (you can't have Suncorp WealthSmart Term Deposits as part of your future investment strategy) complete both columns A and B. Please change my existing investments and my pension payment strategy (you can't have Suncorp WealthSmart Term Deposits as part of your pension payment strategy) complete both columns A and C. Please change only my existing investments complete column A only. 3. Auto-rebalancing Please note: Starting, changing or cancelling auto-rebalancing You can use this section to start, change or cancel auto-rebalancing. Please refer to the Suncorp WealthSmart Product Guide for further information about auto-rebalancing. a) Start auto-rebalancing Please apply auto re-balancing to my account: Quarterly Half-yearly Yearly b) Change auto-rebalancing Please change the frequency of my current auto-rebalancing to apply: Quarterly Half-yearly Yearly c) Cancel auto-rebalancing Please cancel my auto-rebalancing Please note if you continue auto-rebalancing, your current investments will change to be in line with the future investment strategy (for super) or the pension payment strategy (for pension) you nominated at the next rebalancing date. Term deposit investment change form 1 of 7

2 4. Investment selection Important information You may select a maximum of 20 investment options at any time. Please note, each Suncorp WealthSmart Term Deposit you hold counts as one investment option. There are restrictions on the minimum ($1,000) and maximum (70% of your account balance) amount you can invest in Suncorp WealthSmart Term Deposits. More information on term deposit investment restrictions and interest adjustments can be found in the Product Update issued 3 December For more information on the investment options available within Suncorp WealthSmart, please refer to the current Suncorp WealthSmart Product Disclosure Statement (PDS) and Product Guide before selecting an investment option. For some investment options, a PDS is issued by the underlying manager, free of charge. You can download copies from our website or ask us for a printed version. Before you make an investment choice you should consider the relevant investment manager s PDS. If you want your investment selection change to apply to your whole balance, complete PART A. For specific or part investment selection changes, complete PART B on the next page. PART A A Change my existing investments (super and pension) B Change my future investment strategy (super only) C Change my pension payment strategy (pensions only) Term deposits Please note: Suncorp WealthSmart Term Deposits cannot form part of your future investment strategy or pension payment Suncorp WealthSmart Term Deposit 6 month term... % Suncorp WealthSmart Term Deposit 1 year term... % Suncorp WealthSmart Term Deposit 3 year term... % Suncorp WealthSmart Term Deposit 5 year term... % Suncorp... % % %... % % % Moderate Suncorp Moderate... % % % Suncorp... % % %... % % % Suncorp... % % %... % % % Suncorp High... % % % Single sector investment options Cash Suncorp Cash... % % % Suncorp Guaranteed Cash... % % % Australian fixed interest Nikko AM Australian Bond... % % % Australian Fixed Interest Index... % % % International fixed interest International Fixed Interest Index (Hedged)... % % % Diversified fixed interest Macquarie Diversified Fixed Interest... % % % Diversified income Global Credit Income... % % % Australian property Ironbark Paladin... % % % Australian Index... % % % International property International Index (Hedged)... % % % Australian shares Active Equity... % % % BT Wholesale Imputation... % % % Fidelity Australian Equities... % % % Henderson Australian Equity... % % % Hyperion Australian Companies... % % % Ibbotson s Active Trust... % % % Investors Mutual Industrial Share... % % % Ironbark Karara... % % % Wholesale... % % % Term deposit investment change form 2 of 7

3 Industrial Share... % % % SHARE-PLUS Long-Short... % % % Suncorp s... % % % s Index... % % % Australian shares specialist Emerging Leaders... % % % Income... % % % Ethical SRI... % % % Geared... % % % Zurich Investments Equity Income... % % % International shares Grant Samuel Epoch Global Equity Shareholder Yield (Unhedged)... % % % Platinum International... % % % Suncorp Global Shares... % % % International Shares Index... % % % Walter Scott Global Equity... % % % International shares specialist BlackRock Global Allocation... % % % Global Resources... % % % Lazard Global Small Cap... % % % Infrastructure Lazard Global Listed Infrastructure... % % % Closed investment options* Secure Lazard Global Listed Infrastructure... % % %... % % %... % % %... % % % High... % % % * Only available to members currently invested in these options. Total % % % Term deposit investment change form 3 of 7

4 PART B Please complete this section if you want to change your existing Suncorp WealthSmart Term Deposit(s) and leave your other investments unchanged. Please note: You must nominate the same method (dollar or percentage) for both sides of the switch. That means if you nominate a dollar amount when switching out, you must nominate a dollar amount when switching in. Even though you re only switching part of your account balance, if you re doing it using percentages, the switch in total amount on the right must equal 100% of the amount you switched out. Suncorp WealthSmart Term Deposits cannot form part of your future investment strategy. FROM TO Investment option switching from Dollar amount to switch out from OR Percentage amount of investments to switch out from Investment option switching to Dollar amount to switch in Percentage amount of investments to OR switch to Term deposits - Please state the term and maturity date 1 Term deposits - Please state the term and maturity date e.g. 3 years 15 December 2015 Suncorp Suncorp Moderate Moderate Suncorp Moderate Suncorp Moderate Suncorp Suncorp Suncorp Suncorp Suncorp High Single sector investment options Cash Suncorp High Single sector investment options Cash Suncorp Cash Suncorp Cash Suncorp Guaranteed Cash Suncorp Guaranteed Cash Australian fixed interest Australian fixed interest Nikko AM Australian Bond Australian Fixed Interest Index Nikko AM Australian Bond Australian Fixed Interest Index Term deposit investment change form 4 of 7

5 International fixed interest International fixed interest International Fixed Interest Index (Hedged) International Fixed Interest Index (Hedged) Diversified fixed interest Diversified fixed interest Macquarie Diversified Fixed Interest Macquarie Diversified Fixed Interest Diversified income Diversified income Global Credit Income Australian property Global Credit Income Australian property Ironbark Paladin Australian Index Ironbark Paladin Australian Index International property International Index (Hedged) Australian shares International property International Index (Hedged) Australian shares Active Equity BT Wholesale Imputation Fidelity Australian Equities Henderson Australian Equity Hyperion Australian Companies Ibbotson Australian Shares Active Trust Active Equity BT Wholesale Imputation Fidelity Australian Equities Henderson Australian Equity Hyperion Australian Companies Ibbotson Australian Shares Active Trust Investors Mutual Industrial Share Investors Mutual Industrial Share Ironbark Karara Ironbark Karara Industrial Share Industrial Share SHARE-PLUS Long- Short Suncorp Australian Shares Wholesale Australian Shares Index SHARE-PLUS Long- Short Suncorp Australian Shares Wholesale Australian Shares Index Australian shares specialist Australian shares specialist Emerging Leaders Ethical SRI Geared Australian Share Income Zurich Investments Equity Income Emerging Leaders Ethical SRI Geared Australian Share Income Zurich Investments Equity Income Term deposit investment change form 5 of 7

6 International shares Grant Samuel Epoch Global Equity Shareholder Yield (Unhedged) Platinum International Suncorp Global Shares International Shares Index Walter Scott Global Equity International shares specialist BlackRock Global Allocation Global Resources Lazard Global Small Cap Infrastructure Lazard Global Listed Infrastructure Closed investment options* Secure Capital Guaranteed High International shares Grant Samuel Epoch Global Equity Shareholder Yield (Unhedged) Platinum International Suncorp Global Shares International Shares Index Walter Scott Global Equity International shares specialist BlackRock Global Allocation Global Resources Lazard Global Small Cap Infrastructure Lazard Global Listed Infrastructure Closed investment options* Secure Capital Guaranteed High You must switch out 100% of your investment in a Suncorp WealthSmart Term Deposit (you can t partially break it). Please photocopy this page and attach it to this form if you have more than 8 term deposits. Please note your monies will be switched into the Suncorp Cash prior to being switched into your chosen investment option(s). Term deposit investment change form 6 of 7

7 5. Declaration and signature I understand that if I'm invested in a Suncorp WealthSmart Term Deposit and terminate it before it matures, an interest adjustment will apply and a request to break a Suncorp WealthSmart Term Deposit prior to the maturity date won't be completed until monies in the underlying fixed term deposit are received from the Bank. Unless grounds for hardship exist, this will take 31 days from when the Bank is notified by us of the request to break the underlying fixed term deposit. We will complete a request to break a Suncorp WealthSmart Term Deposit prior to the maturity date within a maximum 60 days of receipt of that request. Because the Bank requires 31 days notice to break a term deposit prior to its maturity date, Suncorp WealthSmart Term Deposits broken prior to maturity are classified as illiquid investments for superannuation purposes in that their proceeds can t be switched, rolled over or transferred within 30 days of receiving your request. By investing in a Suncorp WealthSmart Term Deposit you acknowledge that if it is broken prior to maturity it is an illiquid investment for superannuation purposes and that we re not required to switch, rollover or transfer the amount within 30 days of receiving your request.. I understand for some investment options, a separate PDS is issued by the underlying investment manager and is available from your website at suncorp.com.au or by contacting you, and I consent to getting these PDSs by downloading them from this website or asking you for a printed version. My investment choices have been made after reading the current Suncorp WealthSmart PDS and the Suncorp WealthSmart Product Guide, and the underlying investment manager s PDS for each investment option. I acknowledge, when I make any investment decisions or transact on my account, I may have not read the most recent investment manager s PDS for each investment option and may not have been notified about material changes or significant events that adversely affect a matter that should be in the PDS for those investment options. I consent to getting notification and an explanation of any material change or significant event that adversely affects a matter in the most recent PDS(s) for the underlying financial product(s) for each investment option by downloading the information from your website at suncorp.com.au I understand that, auto-rebalancing will not apply to any money invested in Suncorp WealthSmart Term Deposits. Before or at the time I provided any personal information, I read and understood the Trustee s privacy statement in the current Suncorp WealthSmart Product Guide, which is also available at suncorp.com.au/privacy I consent to the Trustee collecting, using and disclosing my personal information including sensitive information, in accordance with the privacy statement. Signature Date d d / m m / y y y y Important notes The unit prices you ll receive for your request will depend upon the time and day we receive this form. For more information, please refer to the current Suncorp WealthSmart Product Guide. You can only cancel the instructions in this form if we receive your cancellation request by 12pm on the same day we receive this form. We may delay the processing of your request until we receive all funds from an investment manager or if the transaction would adversely affect the interests of other members. Also, where we re directed by a lawful authority to suspend or vary the transaction, we ll comply with that direction. We don t charge a transaction fee, although you may incur a buy/sell spread charged by the manager of the investment option. Please send the completed form and any required attachments to: Suncorp WealthSmart GPO Box 2585 Brisbane QLD 4001 Or fax to: Term deposit investment change form 7 of 7